Workflow Playbook
Inputs
Identify the trigger, inputs, people, tools already available, expected output, and current failure points. Do not assume access to a service simply because it is named.
Workflow
- Map each step to its input, action, output, and owner. Separate decisions from mechanical transformations.
- Define completion, retry limits, duplicate prevention, and the state needed to resume safely after interruption.
- Identify which external changes require authorization and where a person must resolve ambiguity. Keep credentials out of the playbook.
- Propose automation only for steps with available inputs and a verifiable result. State integration gaps instead of claiming the workflow is connected.
Deliverable
Return the process, exception handling, acceptance checks, and a minimal automation plan. Draft instructions or code only at the level requested; do not enable a recurring job without a request.


